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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $25,475 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $18,092 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,884 | $65,960-12.2% | $81,844-29.3% | $77,736-25.5% |
| Participation rate | 39.3% | 65.8%-26.5pp | 72.4%-33.1pp | 70.6%-31.3pp |
| Annual return | 16.05% | 26.64%-10.6pp | 778.87%-762.8pp | 31.26%-15.2pp |
| Employer contribution / active EE | $1,154 | $2,375-51.4% | $2,916-60.4% | $2,728-57.7% |
| Participant deferral / active EE | $1,919 | $3,505-45.3% | $4,323-55.6% | $4,651-58.7% |
| Admin fee / account holder | $106 | $526-79.9% | $7,355-98.6% | $433-75.5% |